Capital Management, LLC offers investment management based on individual client needs, retirement plan consulting for plans and individuals, and financial planning. The firm creates investment portfolios based on client goals, risk tolerance, and time horizons. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. The firm also provides general non-securities advice.
Assets Under Management$340M
Clients231
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees may be negotiable. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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